Diversified Trust Co. Raises Stock Holdings in Broadcom Inc. $AVGO

Diversified Trust Co. boosted its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 2.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 151,963 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,243 shares during the quarter. Broadcom comprises about 1.0% of Diversified Trust Co.’s portfolio, making the stock its 18th largest position. Diversified Trust Co.’s holdings in Broadcom were worth $52,595,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Baring Financial LLC raised its stake in shares of Broadcom by 2.2% in the fourth quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer’s stock worth $470,000 after purchasing an additional 29 shares during the last quarter. Arthur M. Cohen & Associates LLC lifted its holdings in shares of Broadcom by 0.6% during the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after purchasing an additional 30 shares during the period. Jackson Hole Capital Partners LLC boosted its position in Broadcom by 1.4% in the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after buying an additional 30 shares during the last quarter. Private Wealth Partners LLC boosted its position in Broadcom by 0.7% in the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after buying an additional 30 shares during the last quarter. Finally, Planning Alternatives Ltd. ADV increased its holdings in Broadcom by 1.4% in the 3rd quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock worth $715,000 after buying an additional 30 shares during the period. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. Morgan Stanley raised their price target on shares of Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Barclays reiterated an “overweight” rating and issued a $500.00 price objective (up from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Wolfe Research raised shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price for the company in a report on Friday, January 30th. UBS Group set a $475.00 target price on shares of Broadcom and gave the company a “buy” rating in a research report on Monday, December 15th. Finally, Truist Financial upped their price target on shares of Broadcom from $510.00 to $545.00 and gave the company a “buy” rating in a report on Thursday, March 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $435.30.

Insiders Place Their Bets

In other news, insider Charlie B. Kawwas sold 39,116 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the sale, the insider directly owned 74,626 shares of the company’s stock, valued at $24,000,467.86. This represents a 34.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Kirsten M. Spears sold 36,292 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $11,671,507.20. Following the sale, the chief financial officer owned 327,760 shares in the company, valued at $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 428,970 shares of company stock valued at $142,585,321. Insiders own 1.90% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Analysts and bullish research highlight upside from Broadcom’s AI opportunity — several write-ups argue the company’s $100B AI revenue target for 2027 may be conservative, supporting a long-term growth thesis. Why Broadcom’s $100B AI Revenue Forecast May Be Conservative
• Positive Sentiment: Infrastructure software momentum — Symantec CBX and strong Infrastructure Software results (VMware, bookings) are cited as near-term revenue drivers and margin stabilizers for AVGO. AVGO’s Symantec CBX Expands Security Portfolio
• Positive Sentiment: Large government and hyperscaler deals: Broadcom announced consolidated DISA/government pricing and a near‑$1B defense-related win, and reports of hyperscaler partnerships support steady long-term enterprise software and hardware demand. New Broadcom and Carahsoft Agreement With DISA
• Positive Sentiment: Product/security innovation: Broadcom launched a post‑quantum‑safe in‑flight network encryption solution, reinforcing its portfolio diversification and potential for incremental enterprise sales. Broadcom Announces Launch of In-Flight Network Encryption Solution
• Neutral Sentiment: Comparisons and market positioning: Several analyst/industry pieces compare AVGO to TSM and other chip names, useful for relative valuation and allocation decisions but not an immediate catalyst. TSM vs. AVGO: Which is a Better Semiconductor Stock?
• Neutral Sentiment: Macro/ETF context: Tech ETFs and the Magnificent Seven rotation have kept AVGO underperforming some peers YTD despite strong fundamentals — an important backdrop for sentiment-driven moves. As Tech Earnings Grow, This ETF Still Hasn’t Caught Up
• Negative Sentiment: Supply constraints flagged — Broadcom warned of supply‑chain pressure and TSMC capacity bottlenecks. That could delay shipments and cap near‑term revenue upside even as demand for AI hardware remains strong. Broadcom flags supply constraints, says TSMC capacity a bottleneck
• Negative Sentiment: AI re‑rating caution — coverage notes the stock didn’t meaningfully react when Broadcom reported AI revenue doubled, signaling investor hesitancy and the risk that positive AI metrics are already priced in or offset by valuation concerns. Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved

Broadcom Trading Up 0.2%

Broadcom stock opened at $318.81 on Thursday. The firm has a market cap of $1.51 trillion, a PE ratio of 62.27, a P/E/G ratio of 0.68 and a beta of 1.22. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The stock’s 50 day simple moving average is $328.69 and its two-hundred day simple moving average is $345.42. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80.

Broadcom (NASDAQ:AVGO) last posted its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.03 by $0.02. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The firm had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the previous year, the business posted $1.60 EPS. The business’s revenue was up 29.5% compared to the same quarter last year. Analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be given a $0.65 dividend. The ex-dividend date is Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio is 50.78%.

Broadcom Profile

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.